Let's move forward. Together.

A team of rowers rowing a boat

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Three people sitting in office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Steven Post - Profile Photo

    Steven Post

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CT
    • FL
    • LA
    • MA
    • NJ
    • NV
    • NY
    • TN
    • VA
    • WI

    Steve joined UBS in January 2016, and has over 30 years in the financial service industry. Steve focuses on Wealth Management and investment planning for high net worth individuals and affluent clientele. He has extensive experience in portfolio construction, equity and fixed income trading, financial planning and retirement stategies. Steve strives to serve as a trusted advisor taking an individual tailored approach to investing. Reviewing the client's personal and financial goals and developing a customized strategy based upon their needs and objectives.

    Steve focuses on building solid relationships with our clients who come for advice and guidance on their most complex financial management and investment challenges.

    Steve lives in Manhattan with his wife Melissa, and kids Samantha and Zachary. He enjoys golf, tennis and biking.

        • Portfolio Manager
        1285 Avenue Of The Americas
        New York, NY 10019
      • Zachary Kutner - Profile Photo

        Zachary Kutner

        Client Associate

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        • NJ
        • NY

        Zachary began working at UBS Financial services in June 2016 in the Wealth Management division. He has recently obtained his series 7 license as well as pursuing his 66 license. Zachary graduated from the Fisher College of Business at The Ohio State University earning his bachelor's degree in Logistics Management. His areas of focus include client service, online services, money movement/transfers and maintaining communication between clients and the FA making sure that all requests are handled correctly in a timely manner. He has recently moved into New York City and is an avid sports enthusiast.

          • The Ohio State University, Logistics Management
            1285 Avenue Of The Americas
            New York, NY 10019

          Focus on liquidity management

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          UBS and Credit Suisse—stronger than ever

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $3.9 trillion

          In invested assets globally 
          As of 12/31/2022

          51 countries

          Our global footprint

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          UBS is a world-leading wealth manager